Advisor at Advise Financial
Updated today
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About
With our Fee-Only Fiduciary Service, you only pay for the required time without hidden fees. We offer a personalized pay-per-hour financial plan to help you achieve your retirement and wealth management goals.
If you're seeking a second opinion on your finances or need an overview of your retirement planning, you've come to the right place.
Alonso Rodriguez Segarra is a CERTIFIED FINANCIAL PLANNER™ with 27 years of experience in banking and finance. Investopedia named him one of the Top 100 Most Influential Financial Advisors in the USA, and in 2025, he was also recognized as a Top 100 Money Expert by GOBankingRates.
He is passionate about making his knowledge accessible to clients to help them achieve greater financial well-being. He aims to positively transform their finances by adding value.
As the CEO and founder of Advise Financial, he serves more than 250 clients and has extensive experience working with both national and international clientele.
He holds a Bachelor's degree in Business Administration with a concentration in Banking and Finance, a Master's Degree in Finance, and a postgraduate degree in Financial Planning from Boston University. A bilingual professional, he is fluent in both English and Spanish.
Expertise
General retirement planning
Retirement income strategy
Wealth management
Active portfolio management
General tax planning
Demographic focus
Gen X (Born 1965-1980)
Fee options
0.95%
$300/Hour
Location
10055 Yamato Road, Suite 202
Boca Raton, FL 33498
Most active in
Alonso R has reported serving >5 clients in these states in the last 12 months.
California · Florida · Texas
Work history
Advise Financial LLC
2015 - Present (11 years)
Mercantil Investment Services
2015 - 2017 (2 years)
Mercantil Mutual Fund
2015 - 2017 (2 years)
Mercantil Bank
2010 - 2017 (7 years)
Mercantil Mutual Fund
2009 - 2017 (8 years)
Disclosures
Disclosures include customer complaints, regulatory actions, employment terminations, bankruptcies, and certain legal protections.
Exclamation point means they have disclosures of this type. Check mark means no disclosures of this type were found.
Business activities & affiliations
These affiliations may expand the services this firm offers and, in some cases, how they are compensated.
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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